I have been traveling a lot across Europe recently. Everywhere it was obvious that there is a major war in Europe, with one exception: Moscow.
A🧵on how Moscow has changed over the last month and how what I call the “normalization party” is emerging 1/19
2/19 Visible impact of war on everyday life is still very limited. After the two weeks of initial panic, the economy cheered up. People who rushed to buy foreign currency and withdraw cash are now blaming themselves for not trusting enough in Putin 2/19 economist.com/finance-and-ec…
Some stores have already reopened, others promise to reopen soon. Customers don’t care about legal details 3/19 diyinternational.com/content/news/2…
Took a picture of a BP petrol station flying the flag of Soviet/Russian army 4/19
Curiously, I know people who were initially so scared as to expect NATO troops to appear on Kyiv highway near Moscow. When this didn’t happen, they regained belief that Putin will get away with this again. Depoliticization derails judgment and fuels unrealistic expectations 5/19
Parks and cafes are full of those enjoying first relatively warm days. However, it is easy to recognize that chatting often revolves around events in Ukraine. Sounds like there is not much enthusiasm left 6/19
Increasingly more people are asking if there will be a war – meaning if there will be something that would directly affect their security and everyday life. Many start changing their plans for holidays or big purchases. Denial gives way to anxiety 7/19
Old lady getting a haircut says her daughter is a VP at S7 Airlines and keeps calling her from London cursing Putin. "They're saying nonsense about Putin in🇬🇧!" (generation divide is deepening). However, she complains that she might not see her daughter for quite a while now 8/19
Friends from retail business are telling me their foreign suppliers are waiting for a ceasefire (not even peace) to return to Russia immediately. Big capital wants this to end no matter how. Since Putin is not going to concede anyway, it would be better if he wins asap 9/19
The demand for coming back to normal is significant. It is very likely that among the Russian leadership there is a “normalization party” that resists further fascization of society, expecting to lose from it. It certainly includes Moscow mayor Sergey Sobyanin 10/19
Very importantly, the eve of Victory Day was not used in Moscow to raise military hysteria. This year, military symbols are present, but less prominent and less aggressive than usual. This promo guy using military outfit is an exception 11/19
Even more importantly: no symbolic connection is established in Moscow between the VD and the current war. Z-symbols are almost absent from the VD decoration. The decoration itself is limited 12/19
The chances are far higher to stumble upon an anti-war slogan than a car with Z-signs 13/19
Outside of Moscow situation changes. Local government promotes the Z, even changing the road signs (FYI: letter Z is absent from Cyrillic alphabet). All public transport vehicles have Z painted on them. This, however, isn’t supported by private car owners 14/19
Literally everyday people approach me on the streets just to say “thank you”, which to me is also a sudden indication that opposition to war is considerable 15/19
However, everyone is very skeptical about the chances to stop Putin. Hopelessness is overwhelming. “You cannot stop him anyway, isn’t worth even trying”. This assumption often makes people support Putin even stronger in hope that he destroys Ukraine soon and ends the war 16/19
I have met people who initially opposed the war but later consciously chose to accept Putin’s claim that “we had no choice” – admitting openly that otherwise life would have become absolutely unbearable for them 17/19
It is likely that demand for normalization + military failures will drive Putin to seek ceasefire to rearm. This could be a significant test for the united West, for financial elites will be lobbying for ceding Ukrainian territory, lifting sanctions, and returning to normal 18/19
A lot will depend on whether at this point both Russians and investors will see Putin as a guarantor or impediment to normality. Finding a convincing answer to the question “What would Russia’s future without Putin look like?” becomes crucial for ending this war 19/19
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Some interesting news on why TNCs in Russia are reluctant to leave. Essentially, their personnel are threatened with prison sentence for doing that 1/9 🧵
Russian parliament is going to pass a new bill on “punishment for implementing sanctions”. It applies to CEOs and punishable with up to 10 years in prison 2/9 vedomosti.ru/politics/artic…
One might think this is irrelevant: if a company leaves Russia it is no longer accessible for Russian police anyway. However, the majority of CEOs running the Russian offices are Russians. It is difficult to withdraw them from their home country, particularly now 3/9
There are already dozens of cases of students reporting about their insturctors in universities & elem schools being critical about the war. Some instructors expelled, at least two teachers facing several years in prison
In a number of universities mid-level academic administrators are fired and directly replaced by FSB officers. Rectors, of course, were handpicked and totally loyal long time ago.
Putin’s political aim in this war is military control over Ukraine. Practical implementations can be discussed, but fundamentals are clear: Ukraine cannot be a sovereign country 1/10
This aim hasn’t changed a bit since the beginning of the war. Yes, several attempts to achieve it have failed, but there will be more 2/10
Putin hasn’t limited his aspirations to South and East of Ukraine. It is just another approach to reach the same desired outcome. No, he will not stop if he captures the Donbas 3/10
All too often I hear that Putin’s main weapon is propaganda. This is not true. Putin’s key ally is GREED. Let me unpack 🧵this 1/19
Here are some recent news about Volkswagen planning to resume the functioning of its factories in Russia on May 12. Perfect timing: since Putin plans to have his military victory by May 9 (Victory Day in Russia), VW prepares a present for him 2/19 gizchina.com/2022/04/04/vol…
This is not an isolated case. Remember I told you Big4 companies are considering rebranding in Russia? Here it is: Deloitte and PWC are likely to follow Accenture who sold its business in 🇷🇺 to its Russian office in an obviously spurious deal 3/19 kommersant.ru/doc/5295017
Unfortunately, I am not surprised by the atrocities in the occupied zone in Bucha. One thing people tend to underestimate is the narrative built in Russia to justify this war. It sounds so outlandish to most observers that it is too easily written off. But it works. A🧵1/11
The narrative mounted by Putin from the first days of war focuses on “de-nazification” of Ukraine. Nazism is understood in Russia (just like anywhere else) as an absolute evil. However, it is seen an external evil, Russia is by definition free from Nazism (we defeated it!) 2/11
It follows that Nazism is an external enemy that should be destroyed at any cost. The initial view was that Nazis have seized power in Ukraine, while ordinary Ukrainians are just some sort of Russians with silly ideas about their identity and a ridiculous language 3/11
I am constantly asked about atmosphere in Russia. I am making a THREAD🧵to give an impression of how it feels in Moscow but also to explain how what I call “A few months theory” reigns supreme 1/19
In Moscow, one is unlikely to recognize at first that this is a country at war. However, tuning in to occasional chatting reveals that people are constantly discussing international situation. “Haven't we already taken Kherson?”, or “the Chinese will never let us down” 2/19
Businessmen take the new situation as a given and quickly adapt without much debate. “We have switched our logistics and run deliveries through Belarus now, it is very convenient. We can always switch back if the situation resolves” 3/19